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LGSCX vs NAESX
LGSCX vs NAESX Comparison
Open Charts LGSCX vs NAESX
Franklin U.S. Small Cap Equity FI
Price$12.98
Change+$0.16 (+1.25%)
VolumeN/A
Net Assets107.79M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LGSCX vs NAESX Comparison Chart in %
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LGSCX vs. NAESX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LGSCX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LGSCX (108M). NAESX pays higher dividends than LGSCX: NAESX (1.28) vs LGSCX (0.36). LGSCX was incepted earlier than NAESX: LGSCX (23 years) vs NAESX (65 years). LGSCX (1.62) is less costly to investors than NAESX (0.17). LGSCX is a more actively managed with annual turnover of: 53.00 vs. NAESX (13.00). LGSCX has a lower initial minimum investment than NAESX: LGSCX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. LGSCX (8.27). NAESX return over 5 years is better than : 69.32 vs. LGSCX (37.38).
| LGSCX | NAESX | LGSCX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.62 | 0.17 | 953% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | 4.847 | 1.432 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 148B | 0% |
| Annual Yield % from dividends | 0.36 | 1.28 | 28% |
| Returns for 1 year | 8.27 | 12.22 | 68% |
| Returns for 3 years | 29.90 | 37.83 | 79% |
| Returns for 5 years | 37.38 | 69.32 | 54% |
| Returns for 10 years | -2.42 | 108.83 | -2% |
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